v1.10 — Microsoft Dynamics 365, Salesforce, and Hubspot CRM Coverage
- May 18
- 1 min read
Sprint 23 · May 11–17, 2026
Shipped
Three CRM connectors now live — Salesforce, HubSpot, and Dynamics 365 all connect via per-tenant OAuth with standardized field mapping covering contacts, companies, opportunities, and activities. Redtail, Practifi, and Wealthbox are planned for a future release, pending client demand.
CRM onboarding runbook published — a step-by-step certification guide for new CRM connectors ships with the platform, covering UDM creation, OAuth scope configuration, field mapping, and a certification checklist.
Lead injection simulator added — admins can now inject synthetic leads from the SimulatorAdminPanel to validate CRM sync flows end-to-end without touching real client data.
Shared OAuth and ad-platform base classes refactored — all CRM connectors and ad platforms (Google, Meta, LinkedIn) now share a common authentication and client base, accelerating future integrations.
Fixes
LinkedIn call-to-action values (e.g. 'Learn More') set in the campaign builder now correctly appear on launched ads — these were being silently dropped during the API submission.
Campaign status display corrected — mixed or conflicting status signals no longer appear on campaign cards, giving advisors a clean, accurate view of each campaign's health.
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